证券代码：301468 证券简称：博盈特焊 编号：2026-001 广东博盈特焊技术股份有限公司投资者关系活动记录表 | ☑ | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | ☑ | 线上调研 | | 参与单位名称及 | 磐泽资产 庞韬 | | 人员姓名 | 海螺创投 陆陈伟 | | | 梵星投资 李泓桦 | | | 颐和久富 闵宏巍 | | 时间 2026 | 年 月 日 1 5 | | 地点 | 腾讯会议 | | 上市公司接待人 | 1、董事、副总经理、董事会秘书 刘一宁 | | 员姓名 | 2、投资者关系管理专员 谭静怡 | | | 一、董事会秘书刘一宁先生简单介绍公司情况 | | | 公司坚定立足国内、国际两个市场，在保持国内市场领先地 | | | 位的同时，积极开拓海外市场，投资海外子公司，把握国际市场 | | | 机遇，实现全球化的战略布局。 | | | 公司业务的发展机遇：垃圾焚烧市场需求广泛，下游转型升 | | | 级促使渗透率提升；燃煤发电行业示 ...

Summary of Key Points from Conference Call Industry Overview - The conference call discusses the global gas turbine market, driven by energy transition in the Middle East and increasing power demand from data centers. [1][2] Core Insights and Arguments - **Gas Turbine Demand Surge**: Global gas turbine demand is expected to increase by 38% in 2024, reaching 56 GW, with future annual demand projected to rise to 60-70 GW. [1][4] - **Middle East Energy Transition**: Saudi Arabia aims for 50% of its power to come from natural gas by 2030, with significant gas turbine orders expected from June 2024 to June 2025, totaling around 20 GW. [1][5] - **Market Leaders**: Major players in the gas turbine market include Mitsubishi Heavy Industries, Siemens, and GE, which together hold nearly 80% market share. [6] - **Supply Chain Challenges**: Manufacturers are facing supply-demand mismatches, with production schedules extending to 2027-2028 and delivery timelines pushed to around 2029. [6] - **Expansion Plans**: Companies like GE and Mitsubishi are announcing expansion plans to meet rising demand, with GE planning to increase production capacity from 55 to 90 units by 2028. [6][7] - **Opportunities for Chinese Companies**: Global leaders are seeking partnerships with Chinese firms to stabilize supply chains, presenting significant opportunities for Chinese companies with quality components. [8] Additional Important Insights - **Data Center Power Load**: North American data center power load is expected to reach 78 GW by 2035, driven by manufacturing return and AI data center demands. [10] - **Energy Storage Growth**: North America is experiencing rapid growth in energy storage, with installed capacity projected to reach 70 GWh by 2025. [11] - **Cooling Equipment Demand**: The demand for cooling equipment, particularly mechanical cooling systems, is expected to grow significantly, with market demand projected to reach approximately 100 billion RMB by 2025. [3][19] - **Investment Recommendations**: Companies such as Yangguang Power and Canadian Solar are recommended for their roles in large-scale integration related to energy storage and solar solutions. [12] Conclusion - The gas turbine market is poised for significant growth driven by energy transitions and data center demands, with key players expanding production and seeking new partnerships, particularly with Chinese firms. The increasing power load from data centers and the need for efficient cooling solutions present additional investment opportunities in the sector. [1][10][19]